Asset Management
Manage Your Money for Growth
Growing your wealth and gaining financial independence requires more than earning a paycheck from the job you do. Many factors contribute to increasing your assets, and it takes active oversight and engagement to adapt to changes in the financial landscape. At Phillips Financial, our financial professionals offer asset management services to clients who desire the level of involvement required in seeking to grow their wealth but don’t have the expertise or time to do it themselves.

Understanding What Asset Management Is
The goal of asset management is to efficiently put your money to work, increasing your assets and building financial independence while also minimizing your risks. It is a hands-on and holistic approach to pursuing your goals. An asset manager helps you identify your goals, understand your risk tolerance, and gauge your timeline for meeting those goals. The manager then works with you to create a portfolio that reflects your circumstances.
Understanding the Role of an Asset Manager
Once you have a solid portfolio, the real work on growing your wealth begins. Your manager overseas your portfolio, stays on top of market trends and provides guidance on how to allocate your assets, including which investments to sell, buy or maintain. Strategic asset allocation is crucial for pursuing your short- and long-term financial goals, and your asset manager is dedicated to helping you work towards getting there.
Asset allocation does not ensure a profit or protect against a loss.
At Phillips Financial, our compensation for asset management depends on how well your portfolio performs, making us as invested in your growth as you are. Contact us today to set up an appointment with a financial professional.